Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.46%
3 year
8.96%
5 year
3.51%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
4.45%
Sharpe
1.98
Sortino
5.13
Max drawdown
-16.66%
Best month
5.38%
Worst month
-15.31%
Beta vs VBTLX
0.63
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.